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Overview:
The Intake Specialist handles the Firm’s initial contact with potential new clients. The primary functions are to (1) qualify and screen leads for type of law and conflict of interest, (2) initiate the pre-engagement glide path, and (3) ensure all leads are properly directed through the intake funnel.
Reporting Relationship:
The Intake Specialist reports to the Firm Administrator (or Owner, until the Administrator position is filled).
Authority:
The Intake Specialist may work with a designated assistant or the receptionist to schedule prospective new clients for initial consultations and make reminder calls. The Intake Specialist has no supervisory or other authority beyond that specifically delegated by the Owner.
Additionally, non-attorney support staff are prohibited from practicing law by the ABA’s Rules of Professional Conduct and State Bar Association rules. All client-focused work done by the Intake Specialist must be in support of and under the supervision of an attorney. In dealing with clients and potential clients, the Intake Specialist must be careful not to inadvertently slip into the unlawful practice of law. This would include answering client questions about what will happen in their case or recommending that a client undertake a certain course of legal action during their case.
In accordance with Bar rules, the Intake Specialist does not give legal advice, approve client engagements or share fees with the Firm.
Key Performance Indicators
1. 90% “show up” rate for PNCs scheduled for initial consultation.
2. 60% conversion rate for PNCs who engage after initial consultation.
3. 90% of leads are scheduled for a consultation, connected with a referral, given helpful materials, or otherwise “helped” by contacting the firm.
$35,000 - $50,000 yearly
Responsibilities:
Our Firm
Imagine working in a place where your legal expertise is valued and where your skills are recognized on a daily basis. You'll have the chance to make a real impact, grow and receive guidance and mentorship as an attorney, and shape the future of our organization. You will be at the forefront of exciting legal challenges, working alongside a team of accomplished professionals who share your dedication to excellence.
Full Time
$58k-72k (estimate)
12/09/2023
04/27/2024
mdlawtex.com
Houston, TX
<25
The job skills required for Legal Intake Specialist include Scheduling, Customer Service, Futures, Legal Advice, etc. Having related job skills and expertise will give you an advantage when applying to be a Legal Intake Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Legal Intake Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Legal Intake Specialist positions, which can be used as a reference in future career path planning. As a Legal Intake Specialist, it can be promoted into senior positions as a Legal Secretary III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Legal Intake Specialist. You can explore the career advancement for a Legal Intake Specialist below and select your interested title to get hiring information.